Emily Stroud is a CFA® charterholder and Series 63 licensee with 23 years of industry experience. She is currently with LPL Financial and previously worked for Cambridge Investment Research Advisors, INC. Stroud has operated her own firm, Stroud Financial Management, Inc., since 2005. She is also an author of the book *Faithful Finance* and hosts a streaming TV show titled *Faithful Finance, Live*. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Eric Chuber is a financial advisor at Edward Jones with a Series 66 designation and experience in various roles since 2014, including prior positions at Sitterle Homes and M Systems. He returned to Edward Jones in 2025 after an earlier tenure from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Brian Bisdorf is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Edward Jones. Outside of his advisory work, he is involved in private business ventures including co-ownership of Bisdorf Palmer, LLC and Bisdorf & White Custom Homes, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a network of over 22,900 investment adviser representatives.

Gary Hibbett is a financial advisor with Ameriprise in Hurst, Texas, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jose Pitones is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Primerica Advisors since 2015 and has additional experience at ABF Freight System, Inc. since 2014. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate clients, and charitable organizations. The firm delivers advisory services through a large network of advisors who use model-driven strategies developed by third-party asset managers.

Fatima Romo is a Financial Advisor with Merrill Lynch Wealth Management. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fatima provides financial guidance and advisory services to her clients, focusing on retirement planning and investment management. She completed her high school education at Grand Prairie High School. Fatima is proficient in both English and Spanish.

Jordan Lenderman is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and has experience in roles at Postmates, DoorDash, and the Walton College of Business. He is also the owner of Jordan Lenderman LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Tieg Bryan is a CFP® with 20 years of industry experience, currently affiliated with Ameriprise in Weatherford, TX. His career includes roles at Wells Fargo Clearing Services LLC and multiple Ameriprise entities. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients and delivers these services through a centralized consulting team in partnership with financial advisors.

Jacques Lescoat is a financial professional at Cetera with a Series 66 credential and three years of industry experience. He has worked with Cetera Advisors LLC and Porter Morgan and Associates Wealth Management since 2014. He also holds a role at Porter Morgan and Associates Wealth Management, operating as a financial professional. Cetera Investment Advisers LLC serves a broad client base including individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

Rebecca Garner is a Series 66-licensed financial advisor with LPL Financial, based in Fort Worth, TX, and has three years of industry experience. Prior to joining LPL Financial, she worked for American Airlines Federal Credit Union for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party strategies across various asset classes.

Puneet Randhawa is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2010 and at Bank of America, N.A. since 2021. Outside of his advisory role, Randhawa is a general partner and managing member of Neet LLC, a threading salon business that has not yet opened. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Brinkman is a financial advisor with Raymond James Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at LPL Financial, Edward Jones, and Banc of America Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning tools and supports clients through advisory programs, including specialized municipal and public-finance services.

Natalie Soto is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. She previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities for seven years before joining Wells Fargo in 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Aubrey Edgington is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2016 and previously worked at Darden-Eddie V's Prime Seafood. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frances Peeples is a financial advisor with Stifel in Fort Worth, TX, holding a Series 63 designation and 30 years of industry experience. She worked at Merrill for 25 years before joining Stifel Nicolaus & Co. Inc. in 2019. Peeples is also a commissioned Notary Public. Stifel serves individuals, institutional clients, and charitable organizations by providing brokerage and investment advisory services, including financial planning and third-party adviser recommendations. The firm’s investment guidance relies on proprietary methodologies developed by its Investment Strategy Group, with services tailored to client discretion and needs.

Joshua Biering is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Raymond James in 2024, he worked six years with JPMorgan Securities LLC and JPMorgan Chase. He serves as a board member and finance committee member for the nonprofit organization Folds of Honor North Texas. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Vern Holifield is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Ana Ban is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Based in Fort Worth, TX, she has spent the majority of her career at this firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Keith Young is a Series 66-licensed financial advisor with seven years of industry experience, currently with LPL Financial in Fort Worth, TX. Prior to joining LPL Financial in 2026, he worked seven years at Edward Jones and has held roles at multiple firms including Benham Corp, Connie Benham, Waddell and Reed, and ROE Outfitters. He also served four years in the Oregon Army National Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, supported by technology tools and a broad platform that includes insurance and banking partnerships.

William Vannithone is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and TD Ameritrade. His background also includes a year at Summerset Constructions and time spent traveling. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.